Special Situations 🌐 Newsletter (Jay Singh III)
The Nasdaq $QQQ's five (5) day winning streak is the longest consecutive rally of the year 2022. But if you want to call this low value bump a rally, be my guest! More like a countertrend rally... https://t.co/gqbJZif3z5
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Special Situations 🌐 Newsletter (Jay Singh III)
$PSX refiner valuation model includes commodity price deck + crack spreads you can sensitize to see 2023e/2024e sum-of-the-parts (SOTP) valuation, historical financials, projections, comps, and sensitivity analysis.

Free to Silver and Gold subscribers!

https://t.co/dJL2ZyVYpa
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Five Minute Macro
BoJo is like the love child of Donald Trump and Paddington Bear...America will lap him up. https://t.co/iwWkvCbMOc
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Bread Crumbs Research
The Instrumental Presentation NCR’s CEO Used As Toilet Paper $ncr
https://t.co/pHU8RGhniO
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Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $RCII, $NEWR and $YTRA

$RCII pitch:
– Lease-to-own business at 7x normalized/conservative earnings.
– Sells through own B&M stores as well as partner’s stores/websites (VTLO).
– Conservative assumptions indicate 50-100% upside.
...👇
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Bread Crumbs Research
Euronet key metrics $eeft https://t.co/wNAyoyiiHU
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Frank Taber
What % of your portfolio is invested in small & micro-caps? (<$300m market cap)
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Bread Crumbs Research
No-BS letter from $post management https://t.co/pG9kFCnEZO
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Bread Crumbs Research
$musa https://t.co/Bm9WmX5y7z
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Bread Crumbs Research
$fcn culture https://t.co/liXE7K251P
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Steven Kiel
Everyone on fintwit should read. https://t.co/lRPGvE8hvE
Some light weekend reading.

With copy to those in focus.

@gnoble79 @leadlagreport @nic__carter @DaveHcontrarian @RaoulGMI @jimcramer @CathieDWood @profgalloway

https://t.co/oMJ108dK21 - Frank Mackey
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